MS ROA | MORGAN STANLEY

MORGAN STANLEY ROA

Return on assets (ROA) is the profit a company earns for every dollar of assets it uses, shown as a percentage. It is net income divided by total assets, and the table shows both amounts. Because assets are funded by lenders as well as shareholders, ROA is not inflated by borrowing the way ROE can be, and it is naturally lower for businesses that need many factories, stores or other assets. Quarterly points divide the trailing four quarters of net income by the balance at that quarter end; annual points divide the filed fiscal-year net income by the fiscal-year-end balance.

MORGAN STANLEY roa for the quarter ending 2026-06-30 was 1.20%, a 10.40% increase year-over-year.
MORGAN STANLEY roa for the quarter ending 2026-03-31 was 1.15%, a 4.20% increase year-over-year.
MORGAN STANLEY roa for the quarter ending 2025-12-31 was 1.19%, a 7.73% increase year-over-year.
MORGAN STANLEY roa for the quarter ending 2025-09-30 was 1.19%, a 33.23% increase year-over-year.
MORGAN STANLEY roa for fiscal 2025 was 1.19%, a 7.73% increase from fiscal 2024.
MORGAN STANLEY roa for fiscal 2024 was 1.10%, a 44.76% increase from fiscal 2023.
MORGAN STANLEY roa for fiscal 2023 was 0.76%, a 18.54% decline from fiscal 2022.
MORGAN STANLEY roa for fiscal 2022 was 0.93%, a 26.15% decline from fiscal 2021.

Available history: 2009-12-31 to 2026-06-30
Data captured: 2026-06-30

Historical ROA

Date	ROA	Net income 12 month	Net income 3 month	Total assets
2026-06-30	1.20%	$20.16B	$5.58B	$1.68T
2026-03-31	1.15%	$18.11B	$5.57B	$1.58T
2025-12-31	1.19%	$16.86B	$4.40B	$1.42T
2025-09-30	1.19%	$16.18B	$4.61B	$1.36T
2025-06-30	1.09%	$14.76B	$3.54B	$1.35T
2025-03-31	1.10%	$14.29B	$4.32B	$1.3T
2024-12-31	1.10%	$13.39B	$3.71B	$1.22T
2024-09-30	0.89%	$11.19B	$3.19B	$1.26T
2024-06-30	0.86%	$10.41B	$3.08B	$1.21T
2024-03-31	0.77%	$9.52B	$3.41B	$1.23T
2023-12-31	0.76%	$9.09B	$1.52B	$1.19T
2023-09-30	0.84%	$9.81B	$2.41B	$1.17T
2023-06-30	0.86%	$10.03B	$2.18B	$1.16T
2023-03-31	0.86%	$10.34B	$2.98B	$1.2T
2022-12-31	0.93%	$11.03B	$2.24B	$1.18T
2022-09-30	1.08%	$12.49B	$2.63B	$1.16T
2022-06-30	1.16%	$13.56B	$2.50B	$1.17T
2022-03-31	1.19%	$14.58B	$3.67B	$1.22T
2021-12-31	1.27%	$15.03B	$3.70B	$1.19T
2021-09-30	1.24%	$14.72B	$3.71B	$1.19T
2021-06-30	1.18%	$13.73B	$3.51B	$1.16T
2021-03-31	1.16%	$13.42B	$4.12B	$1.16T
2020-12-31	0.99%	$11B	$3.38B	$1.12T
2020-09-30	1.03%	$9.85B	$2.72B	$955.94B
2020-06-30	0.95%	$9.31B	$3.20B	$975.36B
2020-03-31	0.88%	$8.31B	$1.70B	$947.8B
2019-12-31	1.01%	$9.04B	$2.24B	$895.43B
2019-09-30	0.92%	$8.33B	$2.17B	$902.6B
2019-06-30	0.93%	$8.27B	$2.20B	$891.96B
2019-03-31	0.97%	$8.51B	$2.43B	$875.96B
2018-12-31	1.02%	$8.75B	$1.53B	$853.53B
2018-09-30	0.91%	$7.86B	$2.11B	$865.52B
2018-06-30	0.86%	$7.53B	$2.44B	$875.88B
2018-03-31	0.80%	$6.85B	$2.67B	$858.5B
2017-12-31	0.72%	$6.11B	$643.00M	$851.73B
2017-09-30	0.84%	$7.13B	$1.78B	$853.69B
2017-06-30	0.83%	$6.95B	$1.76B	$841.02B
2017-03-31	0.81%	$6.78B	$1.93B	$832.39B
2016-12-31	0.73%	$5.98B	$1.67B	$814.95B
2016-09-30	0.64%	$5.22B	$1.60B	$813.89B
2016-06-30	0.56%	$4.64B	$1.58B	$828.87B
2016-03-31	0.60%	$4.87B	$1.13B	$807.5B
2015-12-31	0.78%	$6.13B	$908.00M	$787.47B
2015-09-30	0.43%	$3.59B	$1.02B	$834.11B
2015-06-30	0.52%	$4.26B	$1.81B	$825.76B
2015-03-31	0.53%	$4.36B	$2.39B	$829.1B
2014-12-31	0.43%	$3.47B	-$1.63B	$801.51B
2014-09-30	0.64%	$5.18B	$1.69B	$814.51B
2014-06-30	0.53%	$4.39B	$1.90B	$826.57B
2014-03-31	0.42%	$3.48B	$1.50B	$831.38B
2013-12-31	0.35%	$2.93B	$84.00M	$832.7B
2013-09-30	0.41%	$3.44B	$906.00M	$832.22B
2013-06-30	0.19%	$1.51B	$980.00M	$802.69B
2013-03-31	0.14%	$1.12B	$962.00M	$801.38B
2012-12-31	0.01%	$68M	$594.00M	$780.96B
2012-09-30	-0.10%	-$776M	-$1.02B	$764.99B
2012-06-30	0.33%	$2.45B	$591.00M	$748.52B
2012-03-31	0.39%	$3.05B	-$94.00M	$781.03B
2011-12-31	0.55%	$4.11B	-$250.00M	$749.9B
2011-09-30	0.65%	$5.2B	$2.20B	$794.94B
2011-06-30	0.38%	$3.13B	$1.19B	$830.75B
2011-03-31	0.47%	$3.9B	$968.00M	$836.19B
2010-12-31	0.58%	$4.7B	$836.00M	$807.7B
2010-09-30	0.53%	$4.48B	$131.00M	$841.37B
2010-06-30	0.63%	$5.11B	$1.96B	$809.46B
2010-03-31	0.40%	$3.3B	$1.78B	$819.72B
2009-12-31	0.17%	$1.35B	$617.00M	$771.46B

Annual ROA

Date	ROA	Net income 12 month	Total assets
2025-12-31	1.19%	$16.86B	$1.42T
2024-12-31	1.10%	$13.39B	$1.22T
2023-12-31	0.76%	$9.09B	$1.19T
2022-12-31	0.93%	$11.03B	$1.18T
2021-12-31	1.27%	$15.03B	$1.19T
2020-12-31	0.99%	$11B	$1.12T
2019-12-31	1.01%	$9.04B	$895.43B
2018-12-31	1.02%	$8.75B	$853.53B
2017-12-31	0.72%	$6.11B	$851.73B
2016-12-31	0.73%	$5.98B	$814.95B
2015-12-31	0.78%	$6.13B	$787.47B
2014-12-31	0.43%	$3.47B	$801.51B
2013-12-31	0.35%	$2.93B	$832.7B
2012-12-31	0.01%	$68M	$780.96B
2011-12-31	0.55%	$4.11B	$749.9B
2010-12-31	0.58%	$4.7B	$807.7B
2009-12-31	0.17%	$1.35B	$771.46B

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